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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,219 | $49,177-83.3% | $79,466-89.7% | $64,173-87.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -12.14% | -1.16%-11.0pp | 718.28%-730.4pp | 7.63%-19.8pp |
| Employer contribution / active EE | $934 | $2,076-55.0% | $2,800-66.6% | $2,381-60.8% |
| Participant deferral / active EE | $3,675 | $2,821+30.3% | $3,704-0.8% | $3,470+5.9% |
| Admin fee / account holder | $391 | $3,839-89.8% | $5,104-92.3% | $4,887-92.0% |